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Showing 511 - 520 of 3361 results for "Wealth Management"

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As part of our licensee proposition, AMP Advice is committed to providing technology solutions ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... wellbeing, health, and wealth," he said. Lumiant secured several cash injections year to date. Last June, Savant Wealth Management injected $3 million to help with expansion plans and in September, it received an undisclosed amount from investor Ric ...

Ord Minnett welcomes head of private wealth

CHLOE WALKER  |  FRIDAY, 28 APR 2023
... at Ord Minnett. "Since joining us three years ago Frank has demonstrated a deep understanding of our clients' wealth management needs and how to run a business that offers the best private client and adviser experience in Australia," Morris said. Meanwhile ...

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... equities and fixed income of $0.7 billion. Perpetual said these mainly came from one intermediary client. The wealth management business' total funds under advice now sit at $18.4 billion, up 3% on December. In Q3 it saw net inflows of $0.1 billion. ...

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... rather than contributions," ASFA said. As previously reported by Financial Standard, Morgans Financial head of wealth management Terri Bradford expressed concern over the proposed changes. Bradford argued against including unrealised capital gains in ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... as chief executive of Managed Portfolio, and former Mine Super chief executive Harry Mitchell will head the Wealth Management division. Additionally, Iress has appointed Ana Smith as chief transformation officer, former Credit Clear chief executive David ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
In an ASX announcement, AMP said that its Australian Wealth Management assets under management (AUM) increased by $2 billion to $126.2 billion. However, the company had a net cash outflow of $600 million in Q1 2023, a slight improvement from the $900 ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... relationship leader within the investment business. Allmey, based in Sydney, reports to Mercer Pacific head of wealth management Luke Fitzgerald. The appointment follows the merger of BT Super into the Mercer Super Trust and the acquisition of Advance ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... commented. Since launching in 2013, Striver said it has facilitated nearly 1000 successful placements across the wealth management and advice industries. Looking ahead, BT said it plans to raise awareness on career pathways in advice by showcasing experienced ...

Spark Financial Group launches digital investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
... OpenInvest now had agreements with 38 such firms and was proud to be helping so many progressive dealer groups and wealth management firms to bring professional investing expertise and knowledge to everyday Australians, in all parts of the country.